Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

Launchpad → Setup Checklist → Review Status

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Confirm business name, time zone, address and reply inbox.

  2. 02

    Verify user access, calendar connections and sending channels.

  3. 03

    Create one test contact and move it through the full customer journey.

  4. 04

    Check all messages, links, forms, payments and internal notifications.

  5. 05

    Record the owner for daily inbox, appointment and opportunity reviews.

TalkTuit tips

Small details that make this work better

  • Test with a real phone and inbox you control.
  • Write down anything a new teammate would need to know.
  • Launch in a small batch when possible.
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